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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

CHRISTOPHER WALTER KUBERT

Advisor at NEWEDGE ADVISORS

Novi, MI | NEW ORLEANS, LA

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Search this name across graphsid dfx:ria:c108cea6-769e-0316-3342-7ff79cd327d6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 18, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEWEDGE ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 9, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 9, 2006
First registration: Aug 18, 2009
Dual registered: yes, broker-dealer
Other names: CHRIS KUBERT
IAPD individual key: 4352945

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEWEDGE ADVISORS	Bd affiliated wealth	May 5, 2021	n/a	yes	Novi, MI\|NEW ORLEANS, LA	Current employment
EXECUTIVE WEALTH MANAGEMENT, LLC	Former SEC adviser	Jun 15, 2017	Apr 28, 2021	no	Northville, MI\|BRIGHTON, MI	Previous registration
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Jul 15, 2015	Jun 12, 2017	no	ADRIAN, MI\|CANTON, MI\|CANTON, MI\|NORTHVILLE TOWNSHIP, MI\|SALINE, MI\|Northville, MI\|Canton, MI\|CANTON, MI\|NOVI, MI\|Westland, MI	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Jun 5, 2015	no	DETROIT, MI\|REDFORD, MI\|ANN ARBOR, MI	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 5, 2010	Oct 1, 2012	no	REDFORD, MI\|DETROIT, MI	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 13, 2009	Sep 9, 2010	no	ANN ARBOR, MI\|YPSILANTI, MI\|ANN ARBOR, MI\|BELLEVILLE, MI	Previous registration
NATCITY INVESTMENTS, INC.	n/a	Aug 18, 2009	Nov 13, 2009	no	BELLEVILLE, MI\|YPSILANTI, MI\|ANN ARBOR, MI\|WHITMORE LAKE, MI\|ANN ARBOR, MI\|ANN ARBOR, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EXECUTIVE WEALTH MANAGEMENT, LLC	NEWEDGE ADVISORS	Apr 28, 2021	May 5, 2021	7	Firm change	RIA to ibd
HUNTINGTON FINANCIAL ADVISORS	EXECUTIVE WEALTH MANAGEMENT, LLC	Jun 12, 2017	Jun 15, 2017	3	Firm change	Other
J.P. MORGAN SECURITIES LLC	HUNTINGTON FINANCIAL ADVISORS	Jun 5, 2015	Jul 15, 2015	40	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
PNC WEALTH MANAGEMENT	CHASE INVESTMENT SERVICES CORP.	Sep 9, 2010	Oct 5, 2010	26	Firm change	Other
NATCITY INVESTMENTS, INC.	PNC WEALTH MANAGEMENT	Nov 13, 2009	Nov 13, 2009	0	Bulk transfer	Other

Relationships

Registered with (7)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
May 5, 2021 to presentfactForm ADV
→ EXECUTIVE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 15, 2017 to Apr 28, 2021factForm ADV
→ HUNTINGTON FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jul 15, 2015 to Jun 12, 2017factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Jun 5, 2015factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 5, 2010 to Oct 1, 2012factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 13, 2009 to Sep 9, 2010factForm ADV
→ NATCITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Aug 18, 2009 to Nov 13, 2009factForm ADV

Dated events

No dated event names this entity yet.